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Deal Registration Policy - UiPath May 1 2023 v2

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57 views

Deal Registration Policy - UiPath May 1 2023 v2

Uploaded by

Long Vũ
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Deal Registration

Policy
May 2023
Updated July 2023
UiPath Deal Registration
Thank you for placing your trust in us as you prepare for the explosive hyper-growth that RPA and AI will bring to your
business. The opportunity for RPA is real. It’s happening now, and your role as partner is invaluable to our success in the
marketplace.

We believe successful partnerships are based on trust. You trust us to develop a world-class RPA and AI solution that you
can promote with confidence, and we trust you to make it accessible to customers everywhere. In fact, growth through
partnership is our strategy. Please expect unwavering commitment from us to reward and support you as you invest in
creating demand for our solutions.

Our commitment
Deal Registration with UiPath is a commitment backed and supported by UiPath Rules of Engagement and the UiPath
Code of Conduct. We take your investment in our business seriously. Deal registration recognizes your investment in
customer development, reduces channel conflict, and enhances open communication to accelerate the sales cycle. Every
deal that you enter activates a workflow that coordinates UiPath sales and/or partner teams to engage.

What you can expect from UiPath:

No competition
We will not compete to resell or deliver UiPath solutions for a customer opportunity when deal registration has been
accepted.

Resources for success


We will provide enablement and support to help you succeed.

Integrity
We will not exchange data which may represent commercially sensitive information (whether their pricing or our prices to
other partners/customers, proprietary technology innovations, etc.) with actual/potential competitors and will not share
customer and/or deal registration information between partners.

Responsiveness
We will provide our best effort to accept or decline a deal registration request within 3 business days.

Communication
We will maintain open communication with the partner on matters pertaining to the opportunity.

Additional discount
UiPath offers an additional discount for all approved Resell, Renewal opportunities with upsell only and BPO/MSP
opportunities where the end user customer is identified.

• Deal Registration does not qualify for customer RFP scenarios.

• Deal Registration does not apply to flat or downsell renewals

• Deal Registration does not apply to Partner Internal Infrastructure opportunities.

• Deal Registration does not apply to the UiPath United States Public Sector Partner Program.

UIPATH AND PARTNER CONFIDENTIAL July 2023


Produced by: Global Partner Programs Team
2
Principles
UiPath will accept deal registration for individual sales opportunities, not accounts. An accepted deal registration is good for
ninety (90) days. After 90 days, a partner can extend registration for an additional 90 days if they are active and engaged to
win the business. A partner’s involvement in positioning UiPath during the initial term of the registration will be considered in
our decision to accept or decline an extension request.

To be considered for approval, a deal registration requires the following information:


• Opportunity name

• Account name and location

• Partner and partner contact name

• Type of opportunity (new business)

• Delivery method (resell, BPO, managed service)

• Estimated revenue to UiPath

• Estimated close date

• Product(s)

• Currency

Expectations
UiPath expects partners with an accepted registration to demonstrate:
• Valid opportunities backed by evidence that the customer has a project, budget, and expects to purchase within 90
days of the registration.

• Commitment to leading with a UiPath solution upon registration approval.

• Active participation in developing the opportunity.

• Appropriate resources and skills to close the deal.

• Proven, good relationships with the customer and a strong likelihood to win the business.

• Proactive communication to keep the UiPath team fully apprised of developments in the registered opportunity.

Get started
Register your opportunities today! Log in to the UiPath Partner Portal.

UIPATH AND PARTNER CONFIDENTIAL July 2023


Produced by: Global Partner Programs Team
3
Document History
Version Date Changes

V1 May 1 2023

V2 July 28 2023 Updated deal types, deal registration, incentives eligibility.


• ELA, UELA (Unlimited Enterprise License Agreement), BAPO (Business Automation
Platform Offering), UTO (UiPath Tailored Offering) are eligible for deal registration
discounts are eligible for deal registration
Removed Deal Registration eligibility for the UiPath United States Public Sector Partner
Program

UIPATH AND PARTNER CONFIDENTIAL July 2023


Produced by: Global Partner Programs Team
4

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